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3945 Freedom Circle, Santa Clara, CA 95054 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-08-26 |
| AZ | RA | APPROVED | 2026-07-24 |
| TX | RA | APPROVED | 2026-07-16 |
Branch Locations
4000 Legato Road 8Th Floor , Fairfax , VA 22033 • United States
Grapevine, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Westlake | TX | 08/2014 | 12/2016 |
| Fidelity Investments | Westlake | TX | 08/2014 | 01/2017 |
| Farmers Insurance | Fort Worth | TX | 01/2017 | 12/2018 |
| Farmers Financial Solutions | Fort Worth | TX | 02/2017 | 12/2018 |
| Fisher Investments | Plano | TX | 12/2018 | 06/2026 |
| Edelman Financial Engines | Santa Clara | CA | 07/2026 | Present |
The Cheerful Quill LLC; not investment-related; Grapevine, TX 76051; Digital coloring books; Managing member; 04/2025; 0 hours/month per month; 0 hours during securities trading hours; Duties: Silent member. This is my wife's.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-08 |
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